Clarity through the financial crisis.

We help high-achieving individuals, like yourself, develop clear goals for securing your financial future. Let Cogent Strategic Wealth help you navigate the current financial crisis and come out the other side.

Independent Advisor

Online Consultations Available

Tailored Advice & Management

Don’t leave your financial future to chance.

You have spent your entire life working hard to set your lifestyle at a certain level and accumulating the wealth that you have.

How will you survive the uncertainty of today’s markets? Do you have a plan on how to come out the other side with your wealth intact? COVID-19 has impacted the economy, but how will it impact your financial future? Will you be positioned well when the markets eventually recover?

If you have a financial advisor but want a second opinion, or if your family and friends need to talk to someone about their financial future, we’re here to help.

Featured Resources

How It Works

Step 1

Schedule a FREE 30-Minute Online Consultation

Talk with a member of our team of advisors so we can hear what success looks like for you, what your current financial plans are, and determine next steps.

Step 2

Determine The Right Steps for Your Goals

There are numerous options available to you, but which ones work with your specific goals, values and investment style? Meet with our team either virtually or in our Chicago office to see what steps you need to take to help reach your financial goals.

Step 3

Work a Financial Plan Tailored Specifically For You

Confidently follow a plan that helps moves you towards your financial goals. Our team is there with you every step of the way to offer advice, planning, and investment management services.

Take the first step today. Schedule a FREE 30-Minute Online Consultation.

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Free Resource

The market is unpredictable, however, there is a mountain of data and proven practices when it comes to investing. Download this FREE PDF to see why an Evidence-Based Strategy will help bring you peace of mind when it comes to your financial future.

Portfolio Double Check

Online Consultations

Due to the social distancing standards, meeting with your advisor can be difficult. Cogent Strategic Wealth has made our team accessible through Online Consultations. Get advice on your portfolio from the comfort of your own home.

Do you have a plan for your financial goals?

You shouldn’t have to work through your financial plan alone. The market is unpredictable and the financial options are endless. Don’t leave your financial future to chance. You need someone that not only understands you and your needs, but can also help you simplify your financial life.

Take Control of Your Financial Future

Schedule a consultation today and let the team at Cogent Strategic Wealth work with you to create a plan to help you achieve your financial goals.